What are the responsibilities and job description for the Life Insurance Sales Agent position at Real Financial?
Our rapidly-expanding insurance agency is looking for a full-time or Part-time commission only life insurance agent to join our team! You’ll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help policyholders navigate the claims process. We’ll provide the support network and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we’d love to hear from you. Apply today!
Compensation:$65,500
Responsibilities:- Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
- Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
- Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
- Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
- Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
- Strong interpersonal and communication skills are a must
- Active Life & Health insurance license is a strong bonus
- Proficiency with Microsoft Office products
- Must have graduated high school or received GED, a Bachelor’s degree is desired
- Customer service or experience as a sales representative are highly valued
Real Financial is a financial services company dedicated to helping individuals take control of their finances, save money, retire tax-free, and eliminate debt. The company focuses on creating personalized financial strategies that enable people to achieve long-term financial security and independence.
Salary : $65,500